Fix a sale on the wrong person
Published · Last updated
Put a sale on the right person when it landed on nobody, or on someone else.
2 minutes · Owner
Map a sales name to a team membercoming soon · 1:30
A sale belongs to the person named in its Written By column. Pay is worked out for each person from the sales linked to them.
- Capital letters and extra spaces don't matter. "ADA LOVELACE" finds Ada Lovelace, but "A. Lovelace" and "Lovelace, Ada" do not.
- A sale whose name matches nobody still counts in office totals. It is on nobody's production, and nobody is paid for it, until the name is mapped.
Map a name to a person
1
Open Settings and choose the Team Members tab.
2
Find the name in the Unmapped Sales Names card.
3
Press Select team member… under it and pick the person.
4
Press Map.
Every sale under that spelling moves to the person. The spelling is saved, so later uploads that use it go to the same person.
- Not on your team yet? Pick + Create New Team Member in the list.
- Not a person, such as the house? Press Not a person.
Move one sale
1
Open Sales and choose Sales Log.
2
Press the pencil at the end of the sale's row.
3
In the Edit Sale window, choose the right person under Written By.
4
Press Save Changes.
A sale already paid in a Pay Team run is locked. Undo that run first, then move the sale.
Frequently Asked Questions
We added the person after uploading. Do we upload again?
No. Adding a team member links any waiting sales that carry their exact name.
We mapped a name to the wrong person. Can we undo it?
Not from the card. You can still move the sales themselves, one at a time or several at once.